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How to attach files to a Order Request
How to attach files to a Order Request
Updated over 10 months ago

Goal:

  • How can I attach images to my order item?

The following articles outline how to attach files to an order request.


Steps:

  1. In the Create Order Request screen, select the +Add New Item option.

  2. In the window that appears, select the Upload button at the bottom. You may also drag and drop items into the attachment section of the window. Skip step 3 if using the drag-and-drop function.

  3. Locate and select the attachment within your computer files.

  4. Populate the remaining fields, and then select Add Order Item to finish adding your item to the draft Order Request.

Additional Information:

  • The user needs the Requester role assigned to perform the steps listed.

  • order request attachments are visible to any Approver who has (or had) the order request in Pending Approval.

  • Purchasers can view attachments included at the order request level. The Purchaser can click the order request button in the PO to view the order request and the included attachments.

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